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Browse dozens of checklist and form templates to solve your proactive and reactive reporting needs
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CAPA (Corrective and preventive action)
Use this template to document and manage all corrective and preventive actions for different types of deviations.
Permit to attach the load
Use this template to document all issued work permits in order to comply with safety regulations and standards.
Whistleblower case investigation
Use this template to open investigation for whistleblowing cases and investigate them effectively.
Fraud report
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on financial misconduct
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on sexual harassment
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected bribery
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Forklift work permit
Use forklift work permit template to digitally document issued work permits for all forklift users.
Report on suspected money laundering
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected grey economy
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Code of conduct violation report
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected insider trading
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on health and safety violation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on environmental violation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on product safety violation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected Unfair competition / tender
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on illegal workplace retaliation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on illegal salary reduction
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on illegal termination of employment
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on confidentiality violation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on infringement of non-competition clause
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected human trafficking
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Whistleblowing observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected product violation
This template works well in whistleblowing, code of conduct and other anonymous reporting channels.
Report on suspected forced labor
This template works well in whistleblowing, code of conduct and other anonymous reporting channels.
Report on suspected violation of freedom of association
This template works well in whistleblowing, code of conduct and other anonymous reporting channels.
Service Provider Meeting memo
Use this template monthly to bimonthly for documenting improvement areas, service levels and blind spots.
Working at heights permit
Use this template to ensure the safety and to prevent the risks before, during and after work that is done high.
Tenant meeting memo notes
Use tenant meetings memo notes to proactively involve tenants for building improvements.
Lost key notification
Use this template to make sure all the lost keys get identified and locks get serialized accordingly.
Tenant feedback form
This template works well as an open link that can be embedded in a website, in tenant portals and in announcements.
Change of access right request
Use this template to keep track of the holders of access right tags even whey they change during tenancies.
Maintenance key handover form
Use this template to log all maintenance key handovers as part of lobby services' daily routine.
Access right tag deactivation request
Use this template to make sure all the lost access right tags get deactivated to protect your building from risks.
Mechanical key order
Use this template for tenants to order mechanical keys and to keep track of all of them.
Access right tag order
Use this template for tenants to order new access right tags and to keep track of all of them.
Renovation permit
Use renovation permits for transparent documentation of all the renovations that are carried out in tenant spaces.
Renovation announcement
Use this template to keep your tenants updated during renovations and to keep a transparent list of all announcements.
Targeted tenant announcement
Use this template to target certain announcements only to chosen tenants for a better tenant experience.
Tenant announcement
Use this template to inform your tenants on important and to keep a transparent list of all sent announcements.
Attempted shoplifting or theft
Use this template to track attempted shopliftings and thefts in order to effectively prevent criminal losses in retail.
Shoplifting / theft report
Use this template to report unfair treatment at work so that it can be investigated thoroughly.
Report of unfair treatment at work
Use this template to report unfair treatment at work so that it can be investigated thoroughly.
Continuous improvement idea / initiative
Use this template to simplify the collection and analysis of occupancy cost ratios and shopping mall total sales.
Monthly Sales Report
Use this template to simplify the collection and analysis of occupancy cost ratios and shopping mall total sales.
Lessons learned
Share lessons learned reports with the entire organisation on key events you either want to avoid, scale or duplicate.
Positive safety observation
Use positive safety observations to encourage everyone to track and share what good safety culture is about.
Safety observation form
Use this template to report observations that may endanger or promote occupational health and safety.
Near miss report template
Use this template to report events that had the potential to result in injury, damage or other unwanted consequences.
ISO 9001 Internal audit (manufacturing)
Use this template periodically to ensure that your business consistently meets the standards of ISO 9001.
Mystery shopper inspection (specialty stores)
Provide this checklist to your mystery shoppers to collect all necessary information in a structured and comparable way.
Landscaping quality control checklist
Use this template to make landscaping quality transparent and link it to contractual bonuses and sanctions.
Commercial space move-out Inspection checklist
Use this template to make the tenant offboarding efficient, documented and a better experience for the tenant.
Commercial space move-in Inspection checklist
Use this template to make the tenant onboarding efficient, documented and a better experience for the tenant.
Safety walk template (apartment buildings)
Use this template annually to inspect the safety of your apartment building, procedures and responsibilities.
Store security and safety survey
Use this template to inspect the mandatory requirements of retail stores from security and safety perspective.
Retail chain audit
Use this template to assess the customer journey in your stores in order to keep the concept standards high.
Premises acceptance from the tenant checklist
Use this checklist to improve tenant experience in office buildings and business parks.
6S audit
Use this template to inspect the quality, safety and operational excellence of your operations.
5S audit
Use this template to identify opportunities and inspect the quality and operational excellence of your operations.
Daily store opening checklist
Use this template as a daily store opening checklist to optimise and unify processes in all locations.
Service station concept audit
Use this template to assess the look, feel and different aspects of the customer journey in your service stations.
Premises handover to the tenant checklist
Use this template to make the tenant onboarding and offboarding efficient, documented and a better experience.
Property Inspection (Net Lease Property)
Use this template to inspect to identify which parts and areas of the property require attention.
Property inspection (Gross Lease property)
Use this template for gross lease properties to identify which parts and areas of the property require attention.
Tenant satisfaction survey
Use this template biannually or annually to understand the different areas of improvement for tenant experience.
Occupational health and safety inspection
Use this template monthly or quarterly to have managers pay attention to the health and safety matters.
Psychosocial stress assessment
Use this template to assess your team's or organisation's true psychosocial workload and stress.
Workplace risk assessment
Involve the entire company for your occupational safety and health risk management.
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